Investment Manager

Quilter • Percé, QC

5d • Onsite

About The Position

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands. Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management. If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us. The purpose of the role is too to provide investment management services and/or investment advice to a range of private and semi-institutional clients.

Requirements

• Professional qualifications as specified by the relevant regulatory authority and the Company’s T&C Scheme.
• Level 7 Chartered Wealth Manager or equivalent
• Previous experience within private client investment industry essential, in particular managing HNW clients
• An ambitious and driven character
• Deep understanding of financial markets with strong technical abilities
• Strong communication skills and relationship building ability

Responsibilities

• Attract, develop and retain a portfolio of private client relationships to maximise asset and revenue growth by meeting client’s needs, including managing client assets on a discretionary or advisory basis as well as introducing other products and services according to the overall strategy of the firm.
• To assess existing and potential clients’ circumstances, investment objectives and attitude to risk, and recommend appropriate Quilter Cheviot and other professional services as relevant.
• To ensure that any investment advice and decisions to trade are suitable for the client, taking into consideration their individual circumstances.
• To ensure that all client relationships are properly documented and all required information is obtained from the client on a timely basis, ensuring where relevant that “know your client” information is maintained up-to-date and properly documented.
• To provide investment advice appropriate to the client’s needs, and in compliance with all relevant rules, regulations and in-house policies and procedures.
• To have a clear understanding of the client’s investment objectives, risk profile, investment experience and financial resource and be clear about the suitability of the recommendations to advisory clients and of the transactions effected for clients under a discretionary mandate.
• To attend and participate in relevant company meetings as required in the various other aspects of the Quilter Cheviot investment selection process.
• To provide clients and/or their agents with such information and reports about their investment transactions, income payments and investment performance as requested and/or specified in the terms and conditions of the relevant service.
• To ensure all operations affecting clients are carried out in accordance with FCA rules, i.e. AML checks, suitability advice, avoiding market abuses such as churning and front running, establishing that up to date client agreement letters are on file for clients
• To ensure that Quilter Cheviot fulfils its obligations to Treating Customers Fairly.
• The role is a Certification role, Certification Functions 4) Functions requiring qualifications and 7) Client-Dealing Consumer Duty. This role will directly impact good customer outcomes by ensuring that our end client and intermediated propositions are well researched, meet client needs, are competitive, and provide value for money.

Benefits

• Holiday: 182 hours (26 days)
• Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
• Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
• Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
• Life Assurance: 4x your salary.
• Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
• Healthcare Cash Plan: Jersey employees only
• In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level